See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,055 | $117,025-24.8% | $91,541-3.8% | $85,563+2.9% |
| Participation rate | 92.6% | 64.2%+28.3pp | 69.8%+22.8pp | 66.0%+26.6pp |
| Annual return | 12.85% | 18.02%-5.2pp | 20.50%-7.7pp | 31.51%-18.7pp |
| Employer contribution / active EE | $1,289 | $2,120-39.2% | $2,505-48.5% | $2,654-51.4% |
| Participant deferral / active EE | $4,771 | $3,446+38.4% | $4,008+19.0% | $4,375+9.0% |
| Admin fee / account holder | $4 | $1,242-99.7% | $6,956-99.9% | $834-99.6% |